Carson Group Builds on Long-Standing Partnership with Expanded Investment in Pittsburgh
Omaha, Neb. – Oct.6, 2025 – Carson Group, a leading wealth advisory firm with over $49 billion* in assets under management (AUM), today announced that it has fully acquired the Carson Wealth location in Pittsburgh, Pa. Led by Managing Partner and Wealth Advisor Neal McGrath, AIF®, CRPC®, AAMS®, the office serves approximately $358 million in AUM. McGrath’s …
Carson Group Expands into Alaska Through Partnership with Shilanski & Associates
Omaha, Neb. – Sept. 30, 2025 – Carson Group, a leading wealth advisory firm with more than $48 billion* in assets under management (AUM), today announced a new partnership with Shilanski & Associates, a comprehensive financial planning firm headquartered in Anchorage, Alaska. Shilanski & Associates, which manages approximately $436 million in assets, will retain its …
Team at GCD Advisors joins existing Carson Wealth office in Great Lakes
Omaha, Neb. – Sept. 22, 2025 – Carson Group, a leading wealth advisory firm with over $48 billion* in assets under management (AUM), today announced that Senior Wealth Advisors Greg Diamond, CPA, and Neil Cohen, CPA, of GCD Advisors have moved to Carson Wealth, joining the firm’s Great Lakes-area office led by Mark McCallum, CFP®, MBA, Managing …
Wells Trecaso Financial Group Joins Carson Wealth to Expand Services and Build Future Growth
Omaha, Neb. – Sept. 18, 2025 – Carson Group, a leading wealth advisory firm with over $48 billion* in assets under management (AUM), today announced that Akron, Ohio-based Wells Trecaso Financial Group has joined Carson Wealth. Led by Managing Partners and Wealth Advisors Douglas Wells and Ralph Trecaso, the firm serves approximately $570 million AUM. Wells and …
Carson Group Strengthens Leadership and Expertise with Key Industry Hires
Omaha, Neb. – Sept. 4, 2025 – Carson Group, a leading wealth advisory firm with over $48 billion* in assets under management (AUM), today announced the addition of four experienced leaders to its growing team, reinforcing the firm’s commitment to delivering top-tier talent and resources to its advisors and clients nationwide. The hires bolster Carson’s bench across …
Carson Group Launches Private Client Services to Elevate High-Net-Worth Advisory Offering
Omaha, Neb. – Aug. 11, 2025 – Carson Group, a leading wealth advisory firm with over $45 billion* in assets under management (AUM), is expanding its offerings for advisors with the launch of Private Client Services, a suite of white-glove solutions designed to help Carson advisors serve and retain high-net-worth (HNW) clients. The expansion reflects …
Carson Group Acquires Carson Wealth Location in Doylestown, Pa.
Omaha, Neb. – Aug. 4, 2025 – Carson Group, a leading wealth advisory firm with over $45 billion* in assets under management (AUM), today announced that it has fully acquired the Carson Wealth location in Doylestown, Pa. This strategic move marks Carson’s 30th wholly owned office nationwide and reflects the firm’s continued investment in deepening its presence …
Carson Group Welcomes Cara Williams to Board of Directors
Omaha, Neb. – July 23, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), announced today the appointment of Cara Williams to its Board of Directors. Drawing on her deep experience in wealth management, Williams will serve as an advisor to the Carson management team, helping to drive …
Carson Group Enters Partnership with Crescent Financial
Omaha, Neb. – July 17, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced a partnership with Crescent Financial, a wealth management business in Seneca, S.C., serving approximately $200 million AUM. The team is led by President Jan Fredman and Managing Partner Lori Kelley. …
Carson Group Remains Bullish Amid Uncertainty for Remainder of 2025
Omaha, Neb. – July 10, 2025 –Carson Group forecasts continued stock gains and improved sentiment in the second half of 2025, despite policy uncertainty. The company notes in its Midyear Market Outlook ’25: “Uncharted Waters,” that the hard data does not point to a recession and moderation on tariffs and deficit-financed tax relief may create …
Carson Group Continues Expansion With Acquisition of Colorado Advisory Aveo Capital
Omaha, Neb. – July 9, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced the acquisition of Aveo Capital, a wealth advisory firm based in Englewood, Colo. The firm manages approximately $608 million in assets and will rebrand as a Carson Wealth location. Managing …